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State Street SPDR Portfolio TIPS ETF

135 hedge funds and large institutions have $1.13B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 132135 (+3)

1.4% more ownership

Funds ownership: 140.87%142.27% (+1.4%)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$7.02M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

34% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 53

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.92%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.17%
New
16
Increased
35
Reduced
53
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$399K -$42.2K -1,546 -10%
PAG
77
Private Advisor Group
New Jersey
$376K
TFS
78
Thoroughbred Financial Services
Tennessee
$371K +$364K +13,330 New
GEA
79
Glen Eagle Advisors
New Jersey
$323K
AWM
80
AE Wealth Management
Kansas
$308K -$373K -13,666 -55%
MIM
81
Moseley Investment Management
Florida
$298K +$292K +10,694 New
FCB
82
First Command Bank
Texas
$290K +$10.9K +400 +4%
FCFS
83
First Command Financial Services
Texas
$290K +$10.9K +400 +4%
IAS
84
INR Advisory Services
Pennsylvania
$284K +$42.2K +1,546 +18%
SS
85
Simplicity Solutions
Minnesota
$283K -$498K -18,222 -64%
HB
86
Homrich & Berg
Georgia
$266K
WP
87
WealthSource Partners
California
$244K -$193K -7,054 -45%
AWM
88
Affinity Wealth Management
Delaware
$240K +$11.1K +408 +5%
PAG
89
Pinnacle Advisory Group
Maryland
$239K +$234K +8,574 New
SPC
90
Sigma Planning Corp
Michigan
$228K
BCA
91
Bay Colony Advisors
Massachusetts
$223K -$43.6K -1,598 -17%
SIA
92
Strategic Investment Advisors
Michigan
$207K -$15.4K -564 -7%
Citigroup
93
Citigroup
New York
$153K -$24.4K -894 -14%
ASN
94
Advisory Services Network
Georgia
$148K +$134K +4,920 +1,262%
CA
95
Cetera Advisors
Colorado
$142K +$140K +5,110 New
AAM
96
Advisors Asset Management
Colorado
$138K +$43.8K +1,602 +48%
APA
97
American Portfolios Advisors
New York
$138K -$6.39K -234 -5%
US Bancorp
98
US Bancorp
Minnesota
$132K +$129K +4,740 New
BCMIO
99
Beacon Capital Management Inc (Ohio)
Ohio
$106K -$11.9K -436 -10%
William Blair & Company
100
William Blair & Company
Illinois
$91K

SPIP Hedge Fund Activity: Q1 2019 in Review

135 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2019, worth a combined $1.13B — up 0.62% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPIP positions and 13 closed out — a net gain of 3 holders — while 35 added to existing stakes and 53 trimmed.

The largest buyer was State Street, adding an estimated $26.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $21.1M.

  • 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2019, up from 132 in Q4 2018.
  • Funds reported $1.13B of State Street SPDR Portfolio TIPS ETF stock for Q1 2019, up 0.62% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2019 and 13 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2019 was State Street, an estimated $26.4M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2019 was Charles Schwab Investment Advisory, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2019.